Compliance Tracking – Step 5: Doc Type

This entry is part 17 of 24 in the series Setup Guide - Compliance

If you want a Compliance Notification document to be routed to a specific person whenever a requirement is out of compliance, you’ll need to activate the Compliance Notification Doc Type.

The Doc Types tool is found on the System Admin Dashboard. Complete information regarding the Doc Types tool is located in the System Administration Focus Guide.

To activate the Compliance Notification Doc Type:

  1. On the System Admin Dashboard, click Doc Types.
  2. Click Show Inactive Doc Types. The Compliance Notification Doc Type will appear on the list.
  3. Click Edit.
  4. Leave Create from Dashboard unchecked. Compliance Notification documents are created through automatic workflow.
  5. Select Site Active to make the Compliance Notification document type available on your site.
  6. Accept the row.
  7. Save your changes.

 

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